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Disclosery

EQUITABLE TRUST CO: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQUITABLE TRUST CO on AEP, newest first. How the timeline and the estimate are built.

EQUITABLE TRUST CO held 15,169 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,169 shares
    Change vs previous 13F -118 shares

    0.09% of the 13F portfolio, value $2,075,271.

    13F-HR 0000033250-26-000003 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,287 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $2,003,820.

    13F-HR 0000033250-26-000002 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,295 shares
    Change vs previous 13F -104 shares

    0.08% of the 13F portfolio, value $1,763,667.

    13F-HR 0000033250-26-000001 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,399 shares
    Change vs previous 13F +300 shares

    0.08% of the 13F portfolio, value $1,732,388.

    13F-HR 0000033250-25-000005 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,099 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $1,566,672.

    13F-HR 0000033250-25-000003 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,244 shares
    Change vs previous 13F -261 shares

    0.09% of the 13F portfolio, value $1,665,712.

    13F-HR 0000033250-25-000002 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,505 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $1,430,026.

    13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,555 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,595,943.

    13F-HR 0000033250-24-000004 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).